About McSoley McCoy & Co.
<p>Founded in 2012, McSoley McCoy & Co. is an accounting firm in South Burlington, part of the Burlington metro in northwest Vermont.</p> <p>The firm provides accounting, tax, auditing, and advisory services. Its Assurance Services practice is led by partner and CPA Tom Stretton.</p> <p>Assurance work includes audits for commercial, manufacturing, and software companies, along with investment management firms and not-for-profit organizations. The firm also handles employee benefit plan engagements for organizations that need a qualified <a href="/auditors/401k">401(k) auditor</a> and related plan audit support.</p> <p>What sets the team apart is the range of industries covered under one assurance group, from operating companies to investment management, nonprofits, and benefit plans.</p> <ul> <li>Accounting, tax, and advisory services</li> <li>Audit and assurance services led by partner Tom Stretton, CPA</li> <li>Employee benefit plan audit work</li> <li>Experience with manufacturing, software, and investment management organizations</li> </ul>
Website: https://www.cpavt.com/
Founded: 2012
Office Locations
- South Burlington, VT (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 88
- Total AUM Audited: $7.9B
- 401(k): 88 plans, $7.9B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN, VT | $2.2B | 13,241 |
| MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE, VT | $574M | 1,539 |
| CLARKSON UNIVERSITY PENSION PLAN | CLARKSON UNIVERSITY, NY | $373M | 772 |
| NATIONAL LIFE GROUP 401(K) PLAN | NATIONAL LIFE INSURANCE COMPANY, VT | $335M | 1,512 |
| CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | CHAMPLAIN VALLEY PHYSICIANS HOSPITAL, NY | $335M | 2,570 |
| 401(k) Retirement Plan | Healthcare Sponsor, VT | $312M | 1,039 |
| 401(k) Retirement Plan | Manufacturing Sponsor, VT | $309M | 726 |
| 401(k) Retirement Plan | Professional Services Sponsor, VT | $243M | 533 |
| 401(k) Retirement Plan | Technology Sponsor, VT | $150M | 472 |
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